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U.S. Entertainment Industry Analysis

UpdatedJul 25, 2026
DataAggregated Company Financials
Companies153
  • 7D-1.1%
  • 3M-10.4%
  • 1Y-24.4%
  • YTD-16.0%

Over the last 7 days, the Entertainment industry has dropped 1.1%, driven by Walt Disney declining 2.9%. Overall the industry is down 24% in 12 months. Earnings are forecast to grow by 22% annually.

Industry Valuation and Performance

Has the U.S. Entertainment Industry valuation changed over the past few years?

DateMarket CapRevenueEarningsPEAbsolute PEPS
Sat, 25 Jul 2026US$914.9bUS$294.4bUS$25.1b22.4x36.5x3.1x
Mon, 22 Jun 2026US$980.6bUS$293.1bUS$24.8b24.4x39.6x3.3x
Wed, 20 May 2026US$1.0tUS$293.1bUS$21.1b28.5x48.4x3.5x
Fri, 17 Apr 2026US$1.1tUS$288.2bUS$23.0b37.4x48.5x3.9x
Sun, 15 Mar 2026US$1.0tUS$287.2bUS$22.9b35.2x45.9x3.7x
Tue, 10 Feb 2026US$999.6bUS$285.9bUS$21.3b27.7x46.9x3.5x
Thu, 08 Jan 2026US$1.1tUS$281.3bUS$21.3b17.7x53.8x4.1x
Sat, 06 Dec 2025US$1.1tUS$281.1bUS$21.3b22.2x53.9x4.1x
Mon, 03 Nov 2025US$1.2tUS$276.6bUS$21.8b24.5x56.5x4.5x
Wed, 01 Oct 2025US$1.3tUS$274.9bUS$21.8b28.2x60.2x4.8x
Fri, 29 Aug 2025US$1.4tUS$293.9bUS$23.0b37.2x59.9x4.7x
Sun, 27 Jul 2025US$1.3tUS$290.3bUS$8.3b28.3x159.7x4.6x
Tue, 24 Jun 2025US$1.3tUS$288.5bUS$7.5b23.8x179.2x4.6x
Thu, 22 May 2025US$1.3tUS$288.3bUS$7.4b20.4x170.5x4.4x
Sat, 19 Apr 2025US$1.0tUS$283.2bUS$2.6b20.9x399.6x3.6x
Mon, 17 Mar 2025US$1.1tUS$289.5bUS$2.3b24x448.9x3.6x
Wed, 12 Feb 2025US$1.2tUS$287.8bUS$2.2b25.7x524.9x4x
Fri, 10 Jan 2025US$1.0tUS$284.3b-US$612,637.6719.2x-1673175x3.6x
Sun, 08 Dec 2024US$1.1tUS$284.8bUS$83.9m18.3x12940.1x3.8x
Tue, 05 Nov 2024US$895.8bUS$282.1b-US$1,441,953,115.4118.9x-621.2x3.2x
Thu, 03 Oct 2024US$936.6bUS$299.4bUS$1.1b23.5x862.2x3.1x
Sat, 31 Aug 2024US$882.5bUS$299.2bUS$1.1b18.9x807.8x2.9x
Mon, 29 Jul 2024US$828.3bUS$292.8bUS$8.8b21.9x93.6x2.8x
Wed, 26 Jun 2024US$865.3bUS$291.1bUS$7.8b14.2x111.3x3x
Fri, 24 May 2024US$856.7bUS$291.1bUS$7.7b16.9x111.4x2.9x
Sun, 21 Apr 2024US$802.4bUS$288.7bUS$10.3b18.6x77.6x2.8x
Tue, 19 Mar 2024US$840.0bUS$288.3bUS$9.2b16.2x91.3x2.9x
Thu, 15 Feb 2024US$794.5bUS$284.5bUS$7.6b18.9x104.8x2.8x
Sat, 13 Jan 2024US$831.0bUS$296.9bUS$7.0b19.1x118.2x2.8x
Mon, 11 Dec 2023US$816.3bUS$296.6bUS$7.1b17.7x115.6x2.8x
Wed, 08 Nov 2023US$781.4bUS$291.9bUS$1.9b20.9x416.3x2.7x
Fri, 06 Oct 2023US$722.8bUS$287.4bUS$1.2b19.7x602.3x2.5x
Sun, 03 Sep 2023US$753.2bUS$286.6bUS$876.2m20.6x859.6x2.6x
Tue, 01 Aug 2023US$800.3bUS$282.5b-US$2,046,681,022.0027.8x-391x2.8x
Price to Earnings Ratio

-391x


Total Market Cap: US$800.3bTotal Earnings: -US$2,046,681,022.00Total Revenue: US$282.5bTotal Market Cap vs Earnings and Revenue0%0%0%
U.S. Entertainment Industry Price to Earnings3Y Average -68112x202420252026
Current Industry PE
  • Investors are optimistic on the American Entertainment industry, and appear confident in long term growth rates.
  • The industry is trading at a PE ratio of 36.5x which is higher than its 3-year average PE of -68kx.
  • The 3-year average PS ratio of 3.5x is higher than the industry's current PS ratio of 3.1x.
Past Earnings Growth
  • Total earnings for the Entertainment industry have gone up over the last three years, and the industry is now profitable.
  • Revenues have remained mostly flat. This means that the industry has become more efficient since profits are increasing while sales have been flat.

Industry Trends

Which industries have driven the changes within the U.S. Telecom industry?

US Market-1.06%
Telecom-6.31%
Entertainment-1.13%
Movies and Entertainment-0.84%
Interactive Home Entertainment-2.85%
Industry PE
  • Investors are most optimistic about the Movies and Entertainment industry even though it's trading below its 3-year average PE ratio of 81.8x.
    • Analysts are expecting annual earnings growth of 21.3%, which is higher than its past year's earnings growth of 16.0% per year.
Forecasted Growth
  • Analysts are most optimistic on the Interactive Home Entertainment industry, expecting annual earnings growth of 29% over the next 5 years.
  • This is better than its past earnings decline of 4.8% per year.
  • In contrast, the Movies and Entertainment industry is expected to see its earnings grow by 21% per year over the next few years.

Top Stock Gainers and Losers

Which companies have driven the market over the last 7 days?

CompanyLast Price7D1YValuation
NFLX NetflixUS$70.091.7%
+US$4.7b		-40.6%PE21.4x
SPOT Spotify TechnologyUS$482.660.9%
+US$929.4m		-30.4%PE32.2x
AMC AMC Entertainment HoldingsUS$2.2717.0%
+US$294.6m		-30.2%PS0.4x
CNK Cinemark HoldingsUS$32.717.5%
+US$264.7m		12.6%PE22.4x
IMAX IMAXUS$43.3810.5%
+US$219.7m		61.6%PE58.1x

Latest News

TTWO
US$231.65
Take-Two Interactive Software
7D
-2.1%
1Y
3.1%
Seeking Alpha • 5h

Take-Two Interactive: After November 19th, The Gaming World Won't Be The Same

Summary Take-Two Interactive is rated a Buy, driven by underappreciated GTA VI potential and robust existing franchises. TTWO projects FY2027 net bookings of $8–8.2B, with diversified revenue from Rockstar, Zynga, and 2K labels. GTA VI's groundbreaking patents and community gaming create a durable competitive moat and recurring revenue streams. Valuation is attractive relative to forward growth; asymmetric upside exists if GTA VI outperforms, though risks include execution, valuation compression, and macro headwinds. Read the full article on Seeking Alpha
SPOT
US$482.66
Spotify Technology
7D
0.9%
1Y
-30.4%
IMAX
US$43.38
IMAX
7D
10.5%
1Y
61.6%
AMC
US$2.27
AMC Entertainment Holdings
7D
17.0%
1Y
-30.2%
WBD
US$25.77
Warner Bros. Discovery
7D
-4.1%
1Y
91.0%
NFLX
US$70.09
Netflix
7D
1.7%
1Y
-40.6%
Narrative Update • Jul 23

NFLX: Ads And Live Content Expansion Will Support Future Earnings Power

Analysts have trimmed their average Netflix price target, with the modelled fair value estimate moving about $12 lower to roughly $127. This reflects more cautious revenue growth assumptions and a reduced future P/E multiple, even as overall profitability expectations remain largely unchanged.
RBLX
US$47.55
Roblox
7D
-8.0%
1Y
-60.0%
Seeking Alpha • Jul 22

Roblox: AI Could Turn A Great Flywheel Into A Dominant One

Summary Roblox is positioned as an AI-native entertainment platform, leveraging AI across its ecosystem to drive growth and operational leverage. Q1 results showed 39% revenue growth to $1.44B, 43% bookings growth, and 71% adjusted EBITDA growth, underscoring accelerating scale and engagement. AI-driven productivity, creator empowerment, and improved user discovery are expected to yield 5-8% annual growth above baseline and significant long-term free cash flow. I rate RBLX a strong buy, targeting $109/share in three years, supported by robust growth, low debt, and peer-relative valuation. Read the full article on Seeking Alpha
DIS
US$94.85
Walt Disney
7D
-2.9%
1Y
-21.9%
MSGE
US$76.26
Madison Square Garden Entertainment
7D
1.3%
1Y
91.7%
Narrative Update • Jul 22

MSGE: Future Returns Will Rely On Events Demand And Theater Monetization Progress

The analyst price target for Madison Square Garden Entertainment has moved higher from about $77.13 to roughly $80.71. This reflects a series of upward target revisions into the $75 to $86 range as analysts point to solid live events demand, improving visibility on future bookings, and potential Theater monetization as key supports for the updated valuation framework.
LYV
US$177.24
Live Nation Entertainment
7D
-1.7%
1Y
15.8%
Narrative Update • Jul 21

LYV: Legal Overhang And Concert Demand Will Shape Future Return Balance

The fair value estimate for Live Nation Entertainment has been updated from $185.43 to $190.00 as analysts incorporate higher long term price targets across the sector. They cite resilient live event demand, expanding venue capacity, and expectations for solid concerts, sponsorship, and ticketing trends.
NIPG
US$15.50
NIP Group
7D
224.3%
1Y
-76.4%
WMG
US$26.55
Warner Music Group
7D
-6.3%
1Y
-14.8%
TME
US$8.86
Tencent Music Entertainment Group
7D
-2.9%
1Y
-58.4%
Narrative Update • Jul 20

TME: Future Risk Reward Hinges On Competition And Margin Execution

The latest Narrative Update for Tencent Music Entertainment Group reflects a reduced analyst price target to about $10 from roughly $21.77, as analysts factor in softer revenue growth expectations, slightly lower projected profit margins, and a more modest future P/E outlook. This comes alongside recent target cuts from $12 to $10 and from $23 to $18 at major firms, which cited elevated competition risks and slower revenue trends.
CNK
US$32.71
Cinemark Holdings
7D
7.5%
1Y
12.6%
FWON.K
US$97.05
Formula One Group
7D
-5.0%
1Y
-5.5%
MANU
US$22.67
Manchester United
7D
2.0%
1Y
29.9%